This guide belongs to the Shop & sales funnels module. It is part of Email + Shop and Everything, and you can also add it to your plan on its own. See what the module does
With the Shop you sell training, products and subscriptions from the same system as your email. Whoever buys something goes straight into your CRM, automatically gets an invoice and can get a follow-up series right away. Do not have the Shop yet? Read along to see what it would do for you.
1. Payments: connect Mollie #
Payments run through Mollie: cards, iDEAL, Bancontact, SEPA and recurring payments for subscriptions. Create a Mollie account and connect it with an API key. During the trial you can set everything up with the test key; the live key goes in when you go live.
2. Invoice details #
Set up your invoice numbering and check the details on your PDF invoice: business name, address, company registration number, VAT number and your logo.
3. Your product and checkout #
- Create a product with a price, VAT and a short description.
- Add a sales funnel of its own: a checkout for just this product, with an order bump or upsell if you like, and a thank-you page.
4. After the purchase #
Automatically tag buyers and add them to a list. Start an automation on that with a welcome email and access to what they bought.
5. Test #
Place a test order with Mollie’s test mode. Check the order, the invoice, and that the buyer is in your CRM with the right tag.
Done when #
- Mollie is connected (test key during the trial).
- Invoice numbering and invoice details are correct.
- Your product has its own checkout and a follow-up after the purchase.
- A test order went through from checkout to invoice.
